Atkore Inc. · NYSE:ATKR
Atkore — Q2 2026 Earnings Presentation
19 slides from Atkore's earnings presentation, May 5, 2026
Slide 1: Second Quarter 2026 Earnings Presentation and Business Update
Second Quarter 2026 Earnings Presentation and Business Update May 5, 2026
Slide 2: Cautionary Statements
Cautionary Statements This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the “Company” or “Atkore”) or its operational and financial in
Slide 3: Q2 2026 Results & Business Updates
Q2 2026 Results & Business Updates Net Sales Net Income/(Loss) Adjusted EBITDA1 Diluted EPS/(Loss) Per Share Adjusted Diluted EPS1 $M $M $M $/share $/share +11% -927% -930% 731 15 116 0.44 2.04 702 +17% 656 +48% 81 69 1.23 -50 -1.46 0.83 -124 -3.65 Q2 2025 Q1 2026 Q2 2026 Q2 2025 Q1 2026 Q2 2026 Q2
Slide 4: Q2 Income Statement Summary
Q2 Income Statement Summary Y/Y Y/Y % ($’s in millions) Q2 2026 Q2 2025 Change Change Net Sales $731.4 $701.7 $29.7 4.2% Operating Income $10.4 ($51.8) $62.2 120.0% Net (Loss)/Income ($124.1) ($50.1) ($74.0) (147.7%) Adjusted EBITDA1 $81.1 $116.4 ($35.3) (30.3%) Adjusted EBITDA Margin2 11.1% 16.6% (
Slide 5: Consolidated Atkore Bridges
Consolidated Atkore Bridges Q2 Net Sales Bridge Net Sales % Change 2026 $702M $32 $10 $731M $13 $0 Volume/Mix 4.6% Price 1.5% Divestiture (1.8%) Other1 (0.1%) 2025 Volume/Mix Price Divestiture Other1 2026 Total 4.2% Adjusted EBITDA Bridge2 Adjusted Diluted EPS Bridge2 $10 $2.04 $116M $5 $11 $81M $0.
Slide 6: Key Product Area Trends & Portfolio Update
Key Product Area Trends & Portfolio Update FY 2026 YTD Net Sales Year-over-Year Volume/Mix % Change Product Area Trends & Portfolio Updates by Key Product Area1 FY 2026 YTD vs. FY 2025 YTD vs. FY 2025 YTD FY 2024 YTD Metal Framing, Strong sequential growth led by international construction Cable Man
Slide 7: Segment Results
Segment Results Electrical Safety & Infrastructure Y/Y Y/Y ($’s in millions) Q2 2026 Q2 2025 ($’s in millions) Q2 2026 Q2 2025 Change Change Net Sales $532.5 $492.7 8.1% Net Sales $199.1 $209.3 (4.9%) Adjusted EBITDA $74.4 $90.9 (18.2%) Adjusted EBITDA $17.3 $36.1 (52.1%) Adjusted EBITDA Margin 14.0
Slide 8: Cash & Balance Sheet Summary
Cash & Balance Sheet Summary FY26 YTD Cash Bridge Debt Maturity Profile $M $M $19 $400 $507M $373 $18 $46 $442M $26 $325 $22 $8 FY25 YE Cash Flow March AR Capital Divestiture Dividend Net Other FY26 YTD FY 2026 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031 FY 2032 Cash From Receipts Expenditures Payment U
Slide 9: Updated FY 2026 Outlook
Updated FY 2026 Outlook FY 2026 Outlook underpinned by anticipated mid-single digit percentage volume growth in FY 2026 Outlook Summary Outlook Items for FY 2026 Updates to FY 2026 FY 2026 Consolidated Atkore Outlook Outlook Midpoint Comments & Perspective Net Sales $2.90B – $2.95B Removes 2H HDPE •
Slide 10: Atkore's Strategic Focus – Today and Tomorrow
Atkore’s Strategic Focus – Today and Tomorrow Significant progress underway to achieve strategic priorities FEBRUARY 2025 Divested Northwest Polymers Prioritize DECEMBER 2025 portfolio of Divested Tectron Tube domestically manufactured MARCH 2026 electrical infrastructure Exited 3 manufacturing faci
Slide 11: Appendix
Appendix © Atkore 11
Slide 12: Segment Information
Segment Information © Atkore 12
Slide 13: Adjusted Diluted EPS Reconciliation
Adjusted Diluted EPS Reconciliation (Adjusted Net Income Per Diluted Share) Consolidated Atkore Inc. Three months ended March 27, December March 28, (in thousands, except per share data) 2026 26, 2025 2025 Net income $ (124,073) $ 15,034 $ (50,057) Stock-based compensation 12,848 4,020 7,713 Intangi
Slide 14: Net Income to Adjusted EBITDA Reconciliation
Net Income to Adjusted EBITDA Reconciliation Consolidated Atkore Inc. © Atkore 14
Slide 15: Total Debt to Net Debt
Total Debt to Net Debt Consolidated Atkore Inc. © Atkore 15
Slide 16: Total Debt to Net Debt and Leverage Ratio
Total Debt to Net Debt and Leverage Ratio Consolidated Atkore Inc. March 27, December September June 27, March 28, December ($ in thousands) 2026 26, 2025 30, 2025 2025 2025 27, 2024 Short-term debt and current maturities of long-term debt $ 3,730 $ 3,730 $ 3,730 $ — $ — $ — Long-term debt 756,911 7
Slide 17: Free Cash Flow Reconciliation
Free Cash Flow Reconciliation Consolidated Atkore Inc. Six months ended March 27, March 28, (in thousands) 2026 2025 Net cash provided by operating activities $ (27,231) $ 160,941 Capital expenditures (26,226) (63,635) Free Cash Flow $ (53,457) $ 97,306 © Atkore 17
Slide 18: Glossary of Terms
Glossary of Terms Abbreviations listed in alphanumeric order Abbreviation Description Abbreviation Description 1H First Half LDD% Low Double Digit Percentage 2H Second Half LSD% Low Single Digit Percentage ABS Atkore Business System M Million Adj. Adjusted M&A Mergers & Acquisitions B Billion MSD% M
Slide 19: atkore.com
A Atkore A Atkore atkore.com BUILDING BETTER TOGETHER 19